Compass: The AIC's monthly newsletter
This month in Compass, Ian Cowie analyses the impact of Iran on investment trusts, and our most experienced managers share lessons learned during previous crises.
Latest articles, press releases and videos
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Hold your nerve as recession looms
David Prosser reflects on the lessons for investors in the bank of England's verdict that the UK's economy is likely already in a recession
Only 1% of financial advisers and wealth managers completely trust funds’ sustainability claims
Support of ESG investing as a concept remains strong despite perfect storm of 2022
Witan Investment Trust: Meet the Manager, Lucas White, GMO
Witan has invested in GMO’s Global Climate Change Fund. Lucas White, Portfolio manager for their climate change strategy, discusses their investment philosophy and strategy.
AIC applauds FCA action on greenwashing
The inclusion of investment companies will create a level playing field for all funds.
Witan Investment Trust: Meet the Manager, Derek Stuart, Artemis Investment Management
Artemis manage a UK equities portfolio on behalf of Witan. Derek Stuart, Partner at Artemis, explains their strategy with a focus on identifying hidden value with “problem investments”.
The ESG disclosures investors really want to see
Exclusions and inclusions top the list, according to AIC survey of private investors.
The art of being a good contrarian
Catherine Yeung, Investment Director for the Fidelity Asian Values trust, explains why she believes the ability to grow capital is far greater in parts of the market that are unfashionable.
Baillie Gifford UK Growth Trust: long term growth opportunities in the UK
In this webinar, co-managers Iain McCombie and Milena Mileva discuss the key traits of their long-term investing philosophy. Capital at risk.
The Baillie Gifford Japan Trust Webinar
In this recent webinar, Matthew Brett, the Baillie Gifford Japan Trust Manager, outlines how the trust aims to capitalise on the country’s unique growth opportunities. Capital at risk.
Baillie Gifford Pacific Horizon Investment Trust: opportunities and challenges
In this webinar, Roderick Snell, manager of Pacific Horizon Investment Trust discusses how the trust seeks out the fastest growing companies in the most rapidly growing and populous region of the world. Capital at risk.
Witan Investment Trust: Meet the Manager, Mark Baribeau, Jennison Associates
Jennison manage a global equity mandate on behalf of Witan. Mark Baribeau, Head of Global Equities at Jennison, discusses how he seeks to invest in a portfolio of market leading companies with exceptional growth properties.
Building the future: UK commercial and logistics property
With more than £14 billion of assets, investment trusts in the property sectors provide investors with access to everything from logistics warehouses and AI-driven datacentres to offices and retail parks.
Positive environmental and social impact
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether their portfolios have a positive environmental or social impact.
Recorded March 2026.
M&A activity in the REIT sector
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss the M&A activity in the REIT sector.
Recorded March 2026.
How has the conflict in the Middle East had an impact?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether the conflict in the Middle East has had an impact.
Recorded March 2026.
How their portfolios are faring in these economic conditions?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss how their portfolios are performing during these current economic conditions.
Recorded March 2026.
Thematic research
Third-party thematic research on investment companies can be found below.
Impax AM shares crash as loss of Environmental Markets trust heightens concern over asset outflows
Pictet enters active ETF market with five AI-enhanced funds
Mercantile rues missing out on 2025’s “mid-cap” bid bonanza
Gresham House Energy Storage delays £150m earnings target after two battery projects get 2029 connection dates
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
Glossary
What does that word mean? Find your way around investment trust jargon.
Research tools
Find and compare investment companies and trusts, or look up a company you're interested in.
Invest & engage
Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.
